User guide

102 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
5 Process Buttons
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Batch OperationsBatch Operations
Batch OperationsBatch Operations
Batch Operations—Allows the selected operation, such as Void or
change Promised Date, to apply to all orders displayed in the Order
List. The dialog presented when pressing this button displays a
checkmark list allowing modification by order. This function is
protected by
PINPIN
PINPIN
PIN security.
•
Save ResultsSave Results
Save ResultsSave Results
Save Results—Saves the contents of the Order list to a Microsoft
Excel compatible spreadsheet file.
•
Print ResultsPrint Results
Print ResultsPrint Results
Print Results—Prints the contents of the Order list to the report
printer. The printed report differs in format from the Order list.
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Close [F12]Close [F12]
Close [F12]Close [F12]
Close [F12]—Exit the Search function back to the previous view. If
invoked from the order Pickup view, exit from this view re-displays
the Pickup view, for example.
Automatic Access
The Search view is accessed from various areas in SPOT. When an
automatic function activates the Search view, all applicable orders are
preselected by the initiating function and passed to the Search view.
Using the same Search view in this way, reduces learning time.
•
CVCV
CVCV
CV
A/RA/R
A/RA/R
A/R—In the Payment History tab, double-clicking on a
Payment displays the Search view populated with all paid orders.
•
RR
RR
R
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ute Tute T
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abab
abab
ab—In the Route Stop view, pressing the View Orders
button displays the Search view populated with all orders for the
selected route.
•
HP AlertsHP Alerts
HP AlertsHP Alerts
HP Alerts—Pressing an alert button displays the Search view
populated with all orders related to that alert.
•
HP THP T
HP THP T
HP T
ransactionsransactions
ransactionsransactions
ransactions—Selecting an order and pressing the Visit
History button displays the Search view populated with all orders
associated with the initial customer dropoff visit.
•
HP ProcessHP Process
HP ProcessHP Process
HP Process—Double-clicking on any graphic process step displays
the Search view populated with all orders currently at that step.
•
HP Production CommitmentHP Production Commitment
HP Production CommitmentHP Production Commitment
HP Production Commitment— Selecting a cell displays the
Search view populated with all orders relating to that cell.